智通财经APP获悉，苹果概念股普遍承压，截至发稿，丘钛科技(01478)跌3.16%，报4.29港元；比亚迪电子(00285)跌2.88%，报25.3港元；通达集团(00698)跌2.7%，报0.072港元；舜宇光学(02382)跌0.77%，报45.3港元。
消息面上，当地时间9月10日，苹果在欧盟最高法院的爱尔兰税收案件中败诉，这意味着苹果将支付高达130亿欧元（约1020亿元人民币）的税款。2016年8月，欧盟委员会裁定，苹果在爱尔兰享受的低税率等同于爱尔兰为其提供国家补贴，而这与欧盟相关规则不符，欧盟竞争委员会裁决爱尔兰向苹果收取130亿欧元的未支付税款，创下史上最大罚单。
此外，富瑞发布研报称，仍相信苹果人工智能Apple Intelligence将与安卓平台手机高度差异及具竞争优，但料推进应用过程为演变式，基于高速记忆体及先进包装等硬件配套建立需时，有关技术或2026年面世，导致苹果仅逐步推出人工智能功能。该行因而相信换机周期将在数年内加速，市场对iPhone 16销量预期将回复常，为iPhone供应链股价构成短期压力。
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